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Join the Financial Freedom Accelerator and create your personalized roadmap to retirement!
In this episode, I welcome guest, Christopher Hensley, a financial advisor with over two decades of experience, to discuss the complexities of Social Security.
We discuss factors affecting the best time to start claiming benefits, special considerations for those with pensions, and strategies for integrating Social Security into an overall retirement plan.
Christopher also dispels common misconceptions about Social Security's future and provides actionable advice for maximizing benefits. Listeners are encouraged to save diligently and plan for a secure retirement.
00:38 Understanding Social Security Benefits
01:06 Strategies for Claiming Social Security
02:11 Special Cases and Exceptions
03:12 Widow's Benefits and Survivor Strategies
04:37 Maximizing Social Security Benefits
08:59 Common Misconceptions About Social Security
12:28 Working After Retirement Age
15:49 Windfall Elimination and Government Pension Offset
20:38 Integrating Social Security into Retirement Plans
23:04 Final Thoughts and How to Connect
Connect with Christopher:
linkedin.com/in/christopher-hensley-9584449
Websites
Book your complimentary Retirement Vision Session!
Your Next Steps to Make Retirement Possible:
Grab Your Free Retirement Planning Guide
Kickstart your journey with the 5 Must-Do Money Moves for Retirement. elevatefinances.us/mustdo
Need a Personal Retirement Plan?
Book your Retirement Roadmap Session — a 1:1 deep dive to get you on track. elevatefinances.us/roadmap
Explore More Resources
Visit the website and discover how to make retirement possible. elevatefinances.us
4.6
2828 ratings
Submit your questions here!
Join the Financial Freedom Accelerator and create your personalized roadmap to retirement!
In this episode, I welcome guest, Christopher Hensley, a financial advisor with over two decades of experience, to discuss the complexities of Social Security.
We discuss factors affecting the best time to start claiming benefits, special considerations for those with pensions, and strategies for integrating Social Security into an overall retirement plan.
Christopher also dispels common misconceptions about Social Security's future and provides actionable advice for maximizing benefits. Listeners are encouraged to save diligently and plan for a secure retirement.
00:38 Understanding Social Security Benefits
01:06 Strategies for Claiming Social Security
02:11 Special Cases and Exceptions
03:12 Widow's Benefits and Survivor Strategies
04:37 Maximizing Social Security Benefits
08:59 Common Misconceptions About Social Security
12:28 Working After Retirement Age
15:49 Windfall Elimination and Government Pension Offset
20:38 Integrating Social Security into Retirement Plans
23:04 Final Thoughts and How to Connect
Connect with Christopher:
linkedin.com/in/christopher-hensley-9584449
Websites
Book your complimentary Retirement Vision Session!
Your Next Steps to Make Retirement Possible:
Grab Your Free Retirement Planning Guide
Kickstart your journey with the 5 Must-Do Money Moves for Retirement. elevatefinances.us/mustdo
Need a Personal Retirement Plan?
Book your Retirement Roadmap Session — a 1:1 deep dive to get you on track. elevatefinances.us/roadmap
Explore More Resources
Visit the website and discover how to make retirement possible. elevatefinances.us
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